fbpx

Visionary360 Blog

Latest Posts

Covid-19 Emergency Loans and PPP

There is so much information on the internet, yet trying to understand the SBA loans, Paycheck Protection Program is mind boggling.   The US Chamber of Commerce has put together some really awesome literature covering all of this, including some downloadable literature which you can use within your company or share with your clientele. Coronavirus Response Toolkit COVID-19 Emergency Loans:  Small Business Guide Guide to SBA’s Economic Injury Disaster Loans Information provided by US Chamber of

Read More »

Navigating the course during the Covid-19 uncertainty

Pick your preferred name:  Wuhan virus or Covid-19 virus.   Neither helps when trying to navigate this instant unknown.  If your business is located in a territory where weather plays a part of  your disaster recovery plans, then this outbreak didn’t initially change your style, but then again you are a professional that understands planning however what about the rest of your customers, area businesses which feed the rest of your territory area? With all the

Read More »

Marketing to your Customers with a Corona Marketing Kit

Yet another blog about the Corona Virus.  Yes, but what if it contained free royalty free marketing information that you could use for your business?  🙂 Our friends over at Scott Digital Marketing has created some marketing content for  you to communicate with your customer base and educate prospects. Free of charge and no gimmicks, just download and put it to use.    We hope this can be of help in these times. More information

Read More »

ConnectWise Automate, Control, Unite, Cloud Console, Sell and Office 365

If you read our blog article ConnectWise Manage and Office 365 then you are familiar with the changes that Microsoft is making with Office 365.  These changes will also affect other ConnectWise products as well.  To help everyone with finding the conversion instructions, we have brought them to our blog. Product and link to article ConnectWise Automate ConnectWise Control ConnectWise Unite ConnectWise Cloud Console ConnectWise Sell

Read More »

ConnectWise Manage and Office 365

Important: On February 29th, Microsoft will be enforcing a new security defaults policy for Azure and Microsoft CSP partners. This new policy blocks legacy protocols including SMTP and IMAP. On-premise partners who use Office 365 for their outbound email will need to download a patch that will be sent to 2020.1 and 2020.2 which installs a SMTP Relay Service on your Manage server. This new service will allow those who are part of the Microsoft CSP

Read More »

Service Ticket Templates – Improve Productivity

Ticket Templates:  What are they, how can they help your productivity? Anything and everything recurring can be helped with a Ticket Template.  Recurring common meetings, troubleshooting steps, checklists, or really anything else that happens within your workplace on a regular basis that you want to log time against deserves a ticket template. There are two parts to creating Ticket Templates. Create a system master template which will be used to create templates at a company

Read More »

Managing Alerts via SMTP

Occasionally, old school still wins. If a monitoring tool doesn’t have an API integration, SMTP is still available for use.  Before building a massive set of alerting systems and integrating them into ConnectWise Manage, we want to share some quick tips to help manage the chaos, before the chaos begins. When starting out, we select a too and set it up across many end points.  After a while we add another vendors tool set, integrating

Read More »

Website forms

Call to Action Forms, also known as CTA are common for any website today.  Being able to put some automation behind them is the tricky thing, especially when trying to integrate with ConnectWise Manage.  If you understand API calls, then it’s a relatively a simple thing but for the rest we like a click and add approach.  This usually means purchasing some form of service. We found a little gem that if integrated into your

Read More »

Company Status vs Company Type

We see this a lot with our consulting clients.  Cross contamination of the Company status and Company types.  These are located within the Company Finance section of each company. When thinking of Company Status, you could ultimately think of a light switch.  It’s either on or off.  Of course, the dimmer switch comes in to play for other possible statuses.  Credit Hold, Delinquent, Not Approved, MSA not signed would be a few other good possible

Read More »

Handling recurring tasks using Ticket Templates

Are your customers paying you to maintain their systems?  Are you routinely spot checking their systems?  Let’s face it, we all love robots including AI,  yet these are built by humans.  They will fail at some point, it’s not if, but when! Too many solution providers don’t routinely check a client’s backup system.  Heck, even if they are a break fix client (Which we call On-Demand), you should still poke into their backups while onsite

Read More »